Jon & Linda

Jon & Linda: Thinking About Retirement

"We've saved up what we think is a good amount, but how much is enough?"

Jon: We started setting aside money about 15 years ago; first in GICs at the bank, and then in mutual funds a few years later. Our son Robin is moving out and into his first condo so in a few months we're going to have a lot more money to put towards our RRSPs - our grocery bill alone should drop about $400 a month!

Linda: I know that Jon's insurance at work will end when he retires and our neighbour mentioned the other day that he had purchased long term care insurance. Jon's not too worried about insurance, but it is on my mind. We'd also like someone to help manage our investments as they've grown to about $650,000 over the years.

Jon: We're pretty proud of what we've managed to squirrel away over the years but we're not sure if it's enough. We've got about seven years until retirement so we're looking for an advisor to help us understand how much income we can expect from the Canada Pension Plan and our investments so that we have a better idea of how much we should be saving each month. The Financial Plan Wealth Strategies provides gives a clear and concise view of where our future is headed.

Linda: And then there's Robin's wedding next year... we'd love to help out with that!

Yes, that sounds like us/me (request a meeting)
Meet more of our clients

_{iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.}

_{This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where they are registered.}

_{*Insurance products and services are offered through Wealth Strategies Investments Inc, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.}